Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
C.H. Robinson
CHRW
$14.9B
| $38.1M | 0.06% |
513,606
+293,920
| +134% | +$21.8M |
|
327
HCA Healthcare
HCA
$96.8B
| $37.9M | 0.06% |
485,480
+1,683
| +0.3% | +$131K |
|
|
RBS.PRL.CL
328
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $37.8M | 0.05% |
1,562,197
+3,484
| +0.2% | +$84.3K |
|
329
Sysco
SYY
$38.5B
| $37.8M | 0.05% |
808,161
+54,425
| +7% | +$2.54M |
|
|
BXLT
330
DELISTED
BAXALTA INC COM STK (DE)
BXLT
| $37.6M | 0.05% |
930,930
+197,785
| +27% | +$7.99M |
|
|
APC
331
DELISTED
Anadarko Petroleum
APC
| $37.5M | 0.05% |
805,027
+142,231
| +21% | +$6.62M |
|
332
Arthur J. Gallagher & Co
AJG
$76.9B
| $37.5M | 0.05% |
842,602
+39,654
| +5% | +$1.76M |
|
333
Humana
HUM
$36.8B
| $37.3M | 0.05% |
204,135
+4,409
| +2% | +$807K |
|
|
IM
334
DELISTED
Ingram Micro
IM
| $37.2M | 0.05% |
1,036,185
+527,235
| +104% | +$18.9M |
|
335
Teleflex
TFX
$5.78B
| $36.8M | 0.05% |
234,298
+8,128
| +4% | +$1.28M |
|
336
TSMC
TSM
$1.3T
| $36.6M | 0.05% |
1,398,745
+126,205
| +10% | +$3.31M |
|
337
Boston Scientific
BSX
$161B
| $36.6M | 0.05% |
1,947,843
+42,435
| +2% | +$798K |
|
|
338
Host Hotels & Resorts
HST
$11.9B
| $36.6M | 0.05% |
2,193,039
-7,675,766
| -78% | -$128M |
|
|
TSS
339
DELISTED
Total System Services, Inc.
TSS
| $36.6M | 0.05% |
768,450
+127,079
| +20% | +$6.05M |
|
340
Intuitive Surgical
ISRG
$168B
| $36.2M | 0.05% |
542,763
+22,041
| +4% | +$1.47M |
|
|
ENH
341
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $36M | 0.05% |
551,371
+6,888
| +1% | +$450K |
|
342
Archer Daniels Midland
ADM
$29.9B
| $35.9M | 0.05% |
989,049
-1,633,845
| -62% | -$59.3M |
|
343
United Airlines
UAL
$34.4B
| $35.9M | 0.05% |
599,036
-11,853
| -2% | -$710K |
|
344
Sempra
SRE
$52.1B
| $35.7M | 0.05% |
685,436
+7,664
| +1% | +$399K |
|
345
American Airlines Group
AAL
$8.5B
| $35.6M | 0.05% |
867,792
+13,644
| +2% | +$560K |
|
346
Western Digital
WDC
$33B
| $35.4M | 0.05% |
990,123
+531,764
| +116% | +$19M |
|
347
Edison International
EIX
$20.9B
| $35.3M | 0.05% |
491,535
+29,714
| +6% | +$2.14M |
|
348
Marathon Petroleum
MPC
$55.3B
| $35.3M | 0.05% |
950,397
+205,763
| +28% | +$7.65M |
|
349
Applied Materials
AMAT
$130B
| $35.3M | 0.05% |
1,665,907
+25,806
| +2% | +$547K |
|
350
Truist Financial
TFC
$59.3B
| $35.1M | 0.05% |
1,055,713
+25,412
| +2% | +$845K |
|